← All themes Digital Assets

Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
JIC
Joel Isaacson & Co
New York
$695K -$57K 1 0.05% Reduced
252
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$694K +$156K 1 0% Increased
253
Axxcess Wealth Management
Axxcess Wealth Management
California
$689K -$138K 1 0.02% Reduced
254
Brown Advisory
Brown Advisory
Maryland
$687K +$352K 1 0% Increased
255
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$675K +$73.9K 1 0.02% Increased
256
QT
Quantamental Technologies
New York
$674K +$757K 1 0.63% New
257
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$668K $0 1 0.06% Maintained
258
Cetera Advisor Networks
Cetera Advisor Networks
California
$664K +$55.4K 1 0% Increased
259
Corient Private Wealth
Corient Private Wealth
Florida
$655K +$73.7K 1 0% Increased
260
Centiva Capital
Centiva Capital
New York
$633K +$221K 1 0.01% Increased
261
AIS
AM Investment Strategies
Tennessee
$629K +$706K 1 0.2% New
262
Prudential plc
Prudential plc
United Kingdom
$625K -$125K 1 0.01% Reduced
263
FA
FDx Advisors
Illinois
$611K -$119K 1 0.05% Reduced
264
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$604K +$33.3K 1 0.01% Increased
265
LCM
Lazari Capital Management
California
$597K -$21.1K 1 0.36% Reduced
266
RA
Resolute Advisors
California
$597K $0 1 0.09% Maintained
267
PineBridge Investments
PineBridge Investments
New York
$595K +$668K 1 0.01% New
268
RW
Rede Wealth
Virginia
$581K -$16.4K 1 0.29% Reduced
269
ICP
Interchange Capital Partners
Pennsylvania
$580K -$90.2K 1 0.46% Reduced
270
BBA
Baader Bank Aktiengesellschaft
Germany
$575K -$93.5K 2 0.04% Reduced
271
Verition Fund Management
Verition Fund Management
Connecticut
$574K +$59K 1 0.01% Increased
272
UCMOK
United Capital Management of KS
Kansas
$571K +$80.6K 1 0.19% Increased
273
Oppenheimer & Co
Oppenheimer & Co
New York
$564K -$304K 1 0.01% Reduced
274
DWM
Drive Wealth Management
Utah
$559K -$84 1 0.2% Reduced
275
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$555K -$80.6K 1 0.02% Reduced